See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $440,330 | $80,717+445.5% | $154,803+184.4% | $84,808+419.2% |
| Participation rate | 87.5% | 66.8%+20.7pp | 78.1%+9.4pp | 68.3%+19.2pp |
| Annual return | 15.50% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $7,347 | $2,761+166.1% | $4,305+70.6% | $2,631+179.2% |
| Participant deferral / active EE | $9,281 | $3,303+181.0% | $5,540+67.5% | $4,212+120.4% |
| Admin fee / account holder | $216 | $6,746-96.8% | $14,329-98.5% | $7,344-97.1% |